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Medallion Wealth Advisors, LLC

Q2 2026 13F filing

Updated 28 days ago

1,234 disclosed positions worth $317.3M

Portfolio value
$317.3M
Total holdings
1,234
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

J

JANUS DETROIT STR TR

Value
$16.3M
Shares
321.6K
% Port
5.12%
S

SCHWAB STRATEGIC TR

Value
$9.6M
Shares
325.9K
% Port
3.02%
N

NVIDIA CORPORATION

Value
$9M
Shares
45.1K
% Port
2.85%
E

ISHARES TR

Value
$6.6M
Shares
8.8K
% Port
2.08%
F
5.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$5.7M
Shares
8.6K
% Port
1.81%
S

SPDR SERIES TRUST

Value
$5.7M
Shares
62.2K
% Port
1.78%
A

AMAZON COM INC

Value
$5M
Shares
21.0K
% Port
1.58%
V

VANGUARD INDEX FDS

Value
$5M
Shares
13.5K
% Port
1.57%
?
9.N/A

VANGUARD WELLINGTON FD

Value
$4.9M
Shares
28.8K
% Port
1.54%
J

J P MORGAN EXCHANGE TRADED F

Value
$4.6M
Shares
98.7K
% Port
1.46%
A
11.AAPL

APPLE INC

Value
$4.1M
Shares
14.1K
% Port
1.29%
C
12.CRDO

DIMENSIONAL ETF TRUST

Value
$4.1M
Shares
99.0K
% Port
1.29%
V
13.VGES

VANGUARD INDEX FDS

Value
$4M
Shares
5.9K
% Port
1.27%
E
14.ETHA

BLACKROCK ETF TRUST II

Value
$4M
Shares
75.9K
% Port
1.25%
?
15.N/A

DIMENSIONAL ETF TRUST

Value
$3.9M
Shares
47.9K
% Port
1.24%
F
16.FIS

FIDELITY COVINGTON TRUST

Value
$3.9M
Shares
64.3K
% Port
1.23%
P
17.PDI

PIMCO ETF TR

Value
$3.6M
Shares
134.8K
% Port
1.13%
S

SCHWAB STRATEGIC TR

Value
$3.4M
Shares
117.4K
% Port
1.07%
A
19.AME

AMETEK INC

Value
$3.4M
Shares
13.9K
% Port
1.06%
Q
20.QCOM

PACER FDS TR

Value
$3.2M
Shares
51.9K
% Port
1.02%
M

MICROCHIP TECHNOLOGY INC.

Value
$3.2M
Shares
8.6K
% Port
1.01%
J

J P MORGAN EXCHANGE TRADED F

Value
$3M
Shares
64.6K
% Port
0.94%
V
23.VGES

VANGUARD INDEX FDS

Value
$2.9M
Shares
33.6K
% Port
0.91%
V
24.VGES

VANGUARD STAR FDS

Value
$2.9M
Shares
33.7K
% Port
0.91%
S

SCHWAB STRATEGIC TR

Value
$2.8M
Shares
82.7K
% Port
0.88%
J

J P MORGAN EXCHANGE TRADED F

Value
$2.6M
Shares
8.1K
% Port
0.82%
V
27.VGES

VANGUARD INDEX FDS

Value
$2.6M
Shares
7.6K
% Port
0.82%
S

SELECT SECTOR SPDR TR

Value
$2.5M
Shares
12.9K
% Port
0.78%
N
29.NFLX

DIMENSIONAL ETF TRUST

Value
$2.4M
Shares
60.3K
% Port
0.76%
F
30.FPF

FIRST TR EXCHANGE TRADED FD

Value
$2.3M
Shares
54.1K
% Port
0.74%
I
31.IVZ

INVESCO EXCH TRADED FD TR II

Value
$2.3M
Shares
14.9K
% Port
0.71%
F
32.FPF

FIRST TR EXCHANGE TRADED FD

Value
$2.2M
Shares
27.7K
% Port
0.71%
R
33.RTX

RTX CORPORATION

Value
$2.2M
Shares
11.8K
% Port
0.70%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$2.2M
Shares
45.2K
% Port
0.70%
S

SCHWAB STRATEGIC TR

Value
$2.2M
Shares
59.8K
% Port
0.69%
M
36.MSFT

DIMENSIONAL ETF TRUST

Value
$2.2M
Shares
40.0K
% Port
0.68%
C
37.CSX

CSX CORP

Value
$2.1M
Shares
45.0K
% Port
0.67%
V
38.VGES

VANGUARD WHITEHALL FDS

Value
$2.1M
Shares
13.2K
% Port
0.66%
S

SPDR SERIES TRUST

Value
$2.1M
Shares
23.5K
% Port
0.65%
A
40.ASH

ARK ETF TR

Value
$2.1M
Shares
25.5K
% Port
0.65%
S

SSGA ACTIVE ETF TR

Value
$2M
Shares
51.7K
% Port
0.64%
S

STATE STR CORP

Value
$2M
Shares
11.8K
% Port
0.63%
S

SCHWAB STRATEGIC TR

Value
$2M
Shares
37.4K
% Port
0.62%
V
44.VGES

VANGUARD INDEX FDS

Value
$2M
Shares
9.0K
% Port
0.62%
U
45.UNP

UNION PAC CORP

Value
$1.8M
Shares
6.8K
% Port
0.58%
F
46.FTNT

FORTINET INC

Value
$1.8M
Shares
97.3K
% Port
0.57%
S
47.SPY

STATE STR SPDR S&P 500 ETF T

Value
$1.8M
Shares
2.4K
% Port
0.56%
V
48.VGES

VANGUARD INDEX FDS

Value
$1.7M
Shares
18.1K
% Port
0.55%
B
49.BF-B

BROWN FORMAN CORP

Value
$1.6M
Shares
60.3K
% Port
0.51%
?
50.N/A

INVESCO EXCH TRADED FD TR II

Value
$1.6M
Shares
27.1K
% Port
0.51%